· 2022–2024 · DOL EFAST2

MONARCA INSURANCE GROUP & MULTIS — MONARCA INSURANCE GROUP & MULTISERVICE CORP 401K, Form 5500 (2024)

Original filing (PDF)20250722165054NAL0006689394001

MONARCA INSURANCE GROUP & MULTIS

Form 5500-SF

FILING_RECEIVED

MONARCA INSURANCE GROUP & MULTISERVICE CORP 401K

401(k) retirement plan

Active participants

17

Accounts w/ balance

13

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

42

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONARCA INSURANCE GROUP & MULTIS.

Plan sponsor

Name

MONARCA INSURANCE GROUP & MULTIS

EIN

86-3361667all filings

Address

7392 NW 35TH TERRACE · SUITE 207 · MIAMI, FL · 33122

Phone

(786) 444-5900

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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